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SPDR S&P Dividend ETF

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.08%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
226
Johnson Investment Counsel
Ohio
$3.45M -$74.1K -565 -2%
PWM
227
Perigon Wealth Management
California
$3.44M +$7.48K +57 +0.2%
DBIA
228
Dumont & Blake Investment Advisors
New Jersey
$3.44M -$53K -404 -2%
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$3.44M +$517K +3,940 +18%
PD
230
Planning Directions
Pennsylvania
$3.43M -$1.32M -10,080 -28%
AMG
231
Asset Management Group
Connecticut
$3.39M -$29.4K -224 -0.9%
SMAM
232
Sugar Maple Asset Management
Wisconsin
$3.36M +$3.36M +25,562 New
BPWM
233
Badgley Phelps Wealth Managers
Washington
$3.35M -$95.9K -731 -3%
SI
234
Stephens Inc
Arkansas
$3.33M -$5.15M -39,276 -61%
LA
235
Legacy Advisors
Pennsylvania
$3.31M
PFS
236
Prospera Financial Services
Texas
$3.29M +$91.1K +693 +3%
FWM
237
FSA Wealth Management
Massachusetts
$3.26M -$1.05K -8 -0%
FNBT
238
FineMark National Bank & Trust
Florida
$3.2M -$29.5K -225 -0.9%
SCM
239
Sage Capital Management
New Jersey
$3.19M +$17.5K +133 +0.5%
SW
240
SVB Wealth
Massachusetts
$3.18M -$1.2M -9,158 -27%
AF
241
Allworth Financial
California
$3.12M -$36.6K -279 -1%
KPWS
242
Kestra Private Wealth Services
Texas
$3.11M +$156K +1,186 +5%
RWMG
243
Redwood Wealth Management Group
New Jersey
$3.05M -$154K -1,174 -5%
WF
244
Welch & Forbes
Massachusetts
$3.03M
TCFP
245
Treasure Coast Financial Planning
Florida
$3.03M +$281K +2,138 +10%
SMFG
246
Sumitomo Mitsui Financial Group
Japan
$3.02M -$359K -2,734 -11%
IP
247
Investment Partners
Ohio
$3.01M +$22.7K +173 +0.8%
Thrivent Financial for Lutherans
248
Thrivent Financial for Lutherans
Minnesota
$2.98M -$8.65M -65,931 -74%
TFCP
249
Twin Focus Capital Partners
Massachusetts
$2.97M
VWA
250
Visionary Wealth Advisors
Illinois
$2.95M -$119K -906 -4%